Inviting Team Members and Managing Roles
sharmaRanju
Last Update 21 days ago
DoReach makes it easy for teams to work together by giving each member their own login and the right level of access. Instead of sharing one account, you can invite teammates and assign permissions based on their responsibilities.
To invite someone to your workspace:
• Open Settings.
• Select Team.
• Click Invite Member.
• Enter their email address.
• Choose their role.
• Send the invitation.
Once they accept the invitation, they'll be able to access your workspace.
Different roles help control what each team member can access.
Admin
Admins have full access to the workspace, including campaigns, LinkedIn accounts, billing, settings, and team management.
Editors can create and manage campaigns, prospects, and LinkedIn accounts, but they can't manage billing or workspace settings.
Viewers have read-only access. They can monitor campaigns and performance without making changes.
If a team member's responsibilities change, you can update their role at any time. You can also remove members who no longer need access to your workspace. Keeping permissions up to date helps protect your data while ensuring everyone has access to the tools they need.
To invite someone to your workspace:
• Open Settings.
• Select Team.
• Click Invite Member.
• Enter their email address.
• Choose their role.
• Send the invitation.
Once they accept the invitation, they'll be able to access your workspace.
Different roles help control what each team member can access.
Admin
Admins have full access to the workspace, including campaigns, LinkedIn accounts, billing, settings, and team management.
Editors can create and manage campaigns, prospects, and LinkedIn accounts, but they can't manage billing or workspace settings.
Viewers have read-only access. They can monitor campaigns and performance without making changes.
If a team member's responsibilities change, you can update their role at any time. You can also remove members who no longer need access to your workspace. Keeping permissions up to date helps protect your data while ensuring everyone has access to the tools they need.